Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
+3,331
New +$269K 0.03% 727
2024
Q1
Hold
0
2155
2023
Q4
Hold
0
2101
2023
Q3
Hold
0
2008
2023
Q1
Hold
0
1981
2022
Q4
Hold
0
2016
2020
Q1
Hold
0
1318
2019
Q4
Hold
0
1314
2019
Q1
Sell
-7,154
Closed -$210K 1487
2018
Q4
$210K Buy
+7,154
New +$210K ﹤0.01% 774
2018
Q3
Hold
0
1639
2018
Q1
Sell
-4,462
Closed -$245K 1615
2017
Q4
$245K Buy
+4,462
New +$245K 0.01% 498